Navigating the emotional and financial shifts of major life transitions requires clear strategy and expert guidance. In this episode of Retirement Coffee Talk, host Charisse Rivers of Zinnia Wealth explores year-end financial moves to help protect your hard-earned assets. Discover how smart tax loss harvesting strategies reduce taxable income and learn practical ways to build a personal pension for guaranteed lifetime income—even in a strong market. Tune in to see how applying fiduciary math to your retirement goals empowers you to transition into your next season with confidence, ensuring you live by design rather than default.

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